MeadowBrook Investment Advisors’s Toast TOST Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$262K Sell
5,905
-1,515
-20% -$67.1K 0.23% 91
2025
Q1
$246K Buy
7,420
+2,560
+53% +$84.9K 0.23% 99
2024
Q4
$177K Sell
4,860
-1,270
-21% -$46.3K 0.16% 119
2024
Q3
$174K Hold
6,130
0.16% 114
2024
Q2
$158K Sell
6,130
-2,100
-26% -$54.1K 0.15% 120
2024
Q1
$205K Sell
8,230
-460
-5% -$11.5K 0.19% 108
2023
Q4
$159K Buy
+8,690
New +$159K 0.15% 118